Boot Camp EBTEL’s Estate Planning Boot Camp FRIDAY, September 16, 2022 (virtual event) Thank you to our generous sponsors: This all-day workshop will focus on the basics of estate planning. The program is geared for new practitioners and other attorneys seeking to expand their practices, as well as fiduciaries and paralegals new to estate planning. Extensive materials will be provided in electronic format, including sample estate planning documents and other resource materials. Leading practitioners will cover a broad range of topics, with an orientation towards acquiring practical knowledge. Thank you to our speakers: Alexandra M. Ayoub, Ayoub & Dodson First Steps: How to work with new clients, from the initial call through your first meeting Emily Nashban and Toni Coaston, Talbot Law Group Estate Planning Alternatives to the Revocable Trust: When to use a will instead of a trust, assets that pass by operation of law, beneficiary designations, and small estates Sophia L. Johnson, Roisman Henel + Adams Death & Taxes: Estate, income, and property tax issues to consider when planning estates Francesca K. Boyd and Heidi L. Imsand, Fennemore Wendel The Revocable Trust: The basics of a trust, and planning for individuals or for Survivor’s Trusts Lin Ruan, Perkins Coie And Then There Were Two: Preparing a revocable trust for a married couple, including considering separate and community property, and split on the first death Lisa M. Zaragoza, Acuña Regli You’re Not Done Yet!: Pour-over wills and how to fund the trust, including the transfer of real property Nathan D. Pastor, Pastor Law Group You’re Not Dead Yet!: Planning for incapacity with powers of attorney and health care directives Questions? If you have questions, please email email@example.com.